Giving Back

1

How it Works

The idea is simple: Anyone may use the Community Foundation to give something back to their community.  Assets donated create one of several types of funds to support charitable goals and are tax-deductible.

 

2

Types of Funds & Giving

There are a variety of different funds that can be established to meet charitable goals.

Types of Funds

  • Unrestricted Funds

  • Designated Funds – donor establishes for nonprofit

  • Field of Interest Funds

  • Donor Advised (also a Family & Community Fund

  • Corporate and Benevolent

  • Scholarship

  • Organizational – established by nonprofit (Agency Partner)

 

Types of Gifts

  • Cash

  • Stocks / Mutual Funds / Bonds

  • Real Estate

  • Bequests

  • Charitable Remainder Trusts

  • Charitable Gift Annuities

  • Life Insurance

  • Other

Ways to Give

All investments are guided by an Investment Committee of the Community Foundation of the Ozarks, following a prudent investment policy for long-term endowments. 

 

Individuals or organizations looking to give back to the Cassville community now or as a legacy for years to come, may wish to open endowment funds, unrestricted funds, designated funds, field of interest funds, or donor advised funds with Cassville Community Foundation.  

3

Tools for Planned Giving

For generations, people lived their entire lives here in Barry County and wealth passed from generation to generation, but stayed in Barry County.  

 

Today, many of the next generation no longer live here in Barry County and our community’s wealth is leaving with them.  Secure our community’s future by building forever funds.  The largest gifts most donors make is their final one through their estate.

 

 Most of us have less than 10% of our total assets in cash, but planned gifts are made from non-cash assets.

  • Bequest by Will or Revocable Trust

    • Make a specific dollar amount or a percentage of your estate to pass to the foundation at your death.

  • Beneficiary Designations

    • Purchase an insurance policy and designate the foundation as the payee.

 

© 2017 by Freeman & Associates

  • facebook-square
  • Twitter Square